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Vimeo Community
NasdaqGS:VMEO Community
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Vimeo
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Compliance And Competition Will Burden Digital Media But Spur Adaptation
Key Takeaways Rising compliance costs, competition, and in-house AI technologies threaten Vimeo’s ability to expand margins and sustain premium pricing in a commoditizing video platform market. Macroeconomic factors and cautious SaaS spending may restrain revenue growth and profitability, despite Vimeo’s product enhancements and focus on enterprise and AI-driven offerings.
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US$5.40
FV
23.5% undervalued
intrinsic discount
5.30%
Revenue growth p.a.
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1 day ago
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Vimeo
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
$30 Million AI Investment Will Expand Future Enterprise Engagements Amid Competitive Risks
Key Takeaways Investment in AI and new video formats is boosting enterprise engagement and revenue growth, with a focus on enhanced product differentiation. Strategic shifts and consolidation efforts in enterprise services are driving acceleration in revenue, subscriber growth, and high-value contracts.
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US$6.85
FV
39.7% undervalued
intrinsic discount
6.50%
Revenue growth p.a.
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Vimeo
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Transformation And Remote Work Will Fuel Unified Video Communications
Key Takeaways Successful pricing strategies and AI-powered offerings are driving higher customer retention and subscription growth while improving gross margins and recurring revenue performance. Focus on enterprise expansion and organizational integration positions the company to win larger, multi-year contracts and capitalize on long-term digital transformation trends.
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US$8.00
FV
48.4% undervalued
intrinsic discount
8.53%
Revenue growth p.a.
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Your Valuation for
VMEO
VMEO
Vimeo
Your Fair Value
US$
Current Price
US$4.13
2.6% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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Increase
Past
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-83m
594m
2015
2018
2021
2024
2025
2027
2030
Revenue US$594.2m
Earnings US$23.8m
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